Corporate Closing Trainer

Movement Mortgage•Indian Land, SC
•Onsite

About The Position

The Corporate Closing Trainer trains new Closing team members, including experienced hires, and supports ongoing education and development for existing employees. The role develops, maintains, and delivers mortgage-closing training on company procedures, loan requirements, closing processes, regulatory and compliance requirements, systems, documentation standards, quality expectations, and service standards. It provides hands-on learning through training files and test cases, assesses learner proficiency, gives coaching and feedback, and works with leadership to determine learning needs and readiness. The position is onsite five days a week in Indian Land, South Carolina, though the posting notes that remote work may be possible based on business needs. The role collaborates with employees, leaders, subject matter experts, and internal business partners to support consistent closing practices and employee development.

Requirements

  • At least 3 years of mortgage Closing experience.
  • Strong working knowledge of mortgage closing processes, documentation, and requirements.
  • Strong proficiency with the company's loan origination and closing systems.
  • Knowledge of applicable mortgage closing and regulatory requirements.
  • Ability to review mortgage loan files and identify documentation, process, or accuracy concerns.
  • Strong analytical and problem-solving skills, including the ability to recommend solutions based on job knowledge and company procedures.
  • Excellent written and verbal communication skills, including the ability to explain complex information clearly and concisely.
  • Ability to facilitate learning for individuals and groups in virtual and in-person environments.
  • Ability to provide clear, specific, constructive coaching and feedback.
  • Strong organizational and time-management skills, including the ability to prioritize and manage multiple responsibilities.
  • High attention to detail and commitment to accuracy.
  • Ability to maintain confidentiality and interact professionally with employees and leaders at all organizational levels.
  • Strong interpersonal skills and ability to build collaborative working relationships.
  • Adaptability to changing business priorities, processes, systems, and learner needs.
  • Strong computer skills, including Microsoft 365 applications and mortgage industry software.
  • Ability to work effectively in a fast-paced environment, independently and collaboratively.
  • Ability to communicate and interact effectively with others verbally and in writing.

Nice To Haves

  • Knowledge of conventional and government mortgage products.
  • Experience in professional training, facilitation, coaching, or employee development.
  • Associate's or bachelor's degree in business, education, finance, or a related field; preferred but not required.

Responsibilities

  • Plan, organize, and facilitate Closing training programs for new and existing employees.
  • Deliver engaging, practical training using classroom instruction, virtual learning, hands-on activities, demonstrations, guided practice, and other appropriate methods.
  • Develop and maintain facilitator and learner resources, agendas, exercises, assessments, job aids, and supporting documentation.
  • Train employees on company closing procedures, systems, documentation requirements, checklists, quality expectations, and applicable mortgage closing requirements.
  • Train employees to review and prepare mortgage loan files for closing, including identifying documentation or information needed for an accurate and complete closing.
  • Develop exercises, scenarios, test cases, and assessments to reinforce learning and evaluate proficiency.
  • Review training loan files and test cases for accuracy and potential errors, and provide actionable feedback.
  • Evaluate learner knowledge and proficiency, maintain training and assessment records, and report learner progress and readiness to management.
  • Provide coaching and remediation when learners need additional development.
  • Train employees on the systems, technology, and tools required for their roles, and reinforce applicable checklists, procedures, and closing standards.
  • Update training materials to reflect changes in company procedures, systems, products, regulatory requirements, and business processes.
  • Partner with Closing leadership and subject matter experts to identify training needs and maintain accurate, relevant content.
  • Support continuing education and skill development for existing Closing employees.
  • Track and report training metrics and maintain accurate training records and documentation.
  • Handle training administration, including learner documentation, scheduling, and recordkeeping.
  • Provide responsive, professional customer service to internal business partners and build collaborative relationships across the company.
  • Stay current on relevant company policies, procedures, systems, and mortgage industry practices.
  • Participate in Learning & Development initiatives and cross-functional projects as needed.
  • Perform other duties as assigned by management.

Benefits

  • Medical, dental, vision, life, and disability coverage, as well as critical care and hospitalization coverage.
  • HSA, FSA, DCFSA, and QTE benefits.
  • 401(k) and Roth retirement plans.
  • 16 days of paid time off, front-loaded and prorated based on start-date month.
  • 11.5 paid holidays per year.
  • Employee assistance program.
  • Career growth opportunities.
  • Relocation packages available.
  • Competitive pay and a team-focused working environment.
  • Employee-driven community outreach program.
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